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First Trust Smith Unconstrained Bond ETF

115 hedge funds and large institutions have $643M invested in First Trust Smith Unconstrained Bond ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 52 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
115
Holders Change
+27
Holders Change %
+30.68%
% of All Funds
1.78%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
32
Increased
52
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$91M 3,449,289 +1,970,830 +133%
LPL Financial
2
LPL Financial
California
$79.2M 3,001,924 +596,813 +25%
First Trust Advisors
3
First Trust Advisors
Illinois
$50.4M 1,911,944 +1,202,924 +170%
Bank of America
4
Bank of America
North Carolina
$30.6M 1,159,223 +525,019 +83%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$26.9M 1,018,663 +10,442 +1%
HI
6
Harbour Investments
Wisconsin
$23.5M 892,929 +5,749 +0.6%
DWM
7
Darwin Wealth Management
Florida
$21.3M 813,815 -54,371 -6%
HighTower Advisors
8
HighTower Advisors
Illinois
$21M 795,620 +17,608 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$18.6M 703,687 +268,066 +62%
JWM
10
Janiczek Wealth Management
Colorado
$16.9M 641,699 +44,216 +7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$12.3M 466,692 +15,498 +3%
Stifel Financial
12
Stifel Financial
Missouri
$11.6M 439,640 +45,959 +12%
CFD
13
Creative Financial Designs
Indiana
$11.5M 434,254 +13,390 +3%
UBS Group
14
UBS Group
Switzerland
$10.4M 395,715 +159,958 +68%
HSA
15
HBK Sorce Advisory
Pennsylvania
$9.89M 374,837 +2,354 +0.6%
PAG
16
Private Advisor Group
New Jersey
$9.58M 363,329 +30,436 +9%
PGWM
17
Pitti Group Wealth Management
New York
$9.22M 349,595 +349,595 New
AWM
18
AE Wealth Management
Kansas
$8.74M 331,481 -140,908 -30%
SI
19
Stephens Inc
Arkansas
$8.53M 323,456 +323,456 New
Osaic Holdings
20
Osaic Holdings
Arizona
$8.27M 313,421 +101,580 +48%
RA
21
RiverTree Advisors
Florida
$8.22M 311,741 +311,741 New
SMF
22
Sterling Manor Financial
New York
$7.29M 276,475 +37,231 +16%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$7.25M 274,917 +8,517 +3%
RCAG
24
Rehmann Capital Advisory Group
Michigan
$7.12M 269,945 -18,146 -6%
NCM
25
Northwest Capital Management
Oregon
$6.2M 238,023 -111,111 -32%